← All themes Data Centers & Digital Infrastructure

Interconnect & Colocation

Colocation and interconnect providers rent space, power, and direct network connections to tenants who do not want to build their own facilities. Their value comes from the density of networks meeting in one building.

19 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
301
TM
Thrax Management
New York
$8.86M -$15.6M 1 1.38% Reduced
302
NTC
NF Trinity Capital
Hong Kong
$8.86M $0 1 1.07% Maintained
303
Voloridge Investment Management
Voloridge Investment Management
Florida
$8.85M -$1.63M 2 0.21% Reduced
304
TEC
Tiger Eye Capital
Tennessee
$8.76M -$24.3M 1 1.1% Reduced
305
AssetMark Inc
AssetMark Inc
California
$8.71M +$199K 4 0.15% Increased
306
Sterling Capital Management
Sterling Capital Management
North Carolina
$8.63M +$3.57M 2 0.08% Increased
307
LCM
Landscape Capital Management
New Jersey
$8.46M +$7.42M 1 1.02% Increased
308
NMC
Nine Masts Capital
Hong Kong
$8.35M -$587K 1 1.56% Reduced
309
HLC
Hunt Lane Capital
New York
$8.27M -$22.8M 1 3.15% Reduced
310
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services
Florida
$8.16M +$539K 6 0.14% Increased
311
CG
Cutler Group
California
$8.07M -$5.98M 4 0.53% Reduced
312
Arizona State Retirement System
Arizona State Retirement System
Arizona
$7.96M +$689K 2 0.1% Increased
313
DP
Dearborn Partners
Illinois
$7.95M +$2.62M 1 0.74% Increased
314
Winton Group
Winton Group
United Kingdom
$7.9M +$7.26M 1 0.09% New
315
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$7.86M +$6.58M 1 0.15% New
316
D.A. Davidson & Co
D.A. Davidson & Co
Montana
$7.78M -$880K 4 0.24% Reduced
317
Tudor Investment Corp
Tudor Investment Corp
Connecticut
$7.78M +$4.61M 2 0.2% Increased
318
Castleark Management
Castleark Management
Illinois
$7.77M +$2.81M 2 0.24% Increased
319
TPCM
Three Peaks Capital Management
Colorado
$7.67M +$5.68M 1 1.41% Increased
320
GIM
Goelzer Investment Management
Indiana
$7.61M +$117K 1 1.09% Increased
321
Hartford Investment Management Co (HIMCO)
Hartford Investment Management Co (HIMCO)
Connecticut
$7.43M +$616K 3 0.16% Increased
322
RCM
Riverpark Capital Management
New York
$7.41M -$1.53M 1 4.28% Reduced
323
LPL Financial
LPL Financial
California
$7.32M +$545K 3 0.02% Increased
324
SAM
Symphony Asset Management
California
$7.17M -$1.17M 2 0.78% Reduced
325
ExxonMobil Investment Management
ExxonMobil Investment Management
Texas
$7.14M +$986K 2 0.16% Increased